Domenick V Macri

age ~48

from Jupiter, FL

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Also known as:

Domenick Vito Macri
Domenick J Macri
Dominick V Macri
Domenick V Macti
Domenick W Marci
Domenick I
Macri Domenick

Phone and address:: 16210 115Th Ave N, Jupiter, FL 33478
5615292617

Connected to:

Domenick Macri Phones & Addresses

16210 115Th Ave N, Jupiter, FL 33478 • 5615292617
4337 Savannah Bay Pl, Jupiter, FL 33458 • 5614296807
Philadelphia, PA
Norwalk, CT
Wilmington, DE
Glenolden, PA
Darby, PA
11 Broadview Ter, Norwalk, CT 06851 • 3027409561

Work

Company:

U.s. bank
Apr 2018
Position:

Wealth planner

Education

School / High School:

Villanova University
2008 to 2011

Skills

Investments • Wealth Management • Banking • Estate Planning • Credit • Finance • High Net Worth Individuals • Private Banking • Management • Financial Risk • Wealth Management Services • Trusted Advisor • Trusts • Loans • Risk Management • Trust Management • Integrity • Strategic Financial Planning • Business Development • Tax • Financial Services • Client Relationship Building • Fundraising • Personal Trust Administration • Non Profits • Investment Advisory • Charitable Trusts • Nonprofits • Financial Advisory • Non Profit Development • Wealth • Performance Management • Risk • Relationship Management • Credit Analysis • Change Management • Financial Planning • Leadership • Retirement Planning • Insurance • Financial Planners • Asset Allocation • Strategic Planning • Mentoring • Estate Tax Planning • Family Office • Fiduciary • Trust Services • Cross Selling • Crm • Securities • Strategy • Consumer Lending • New Business Development

Ranks

Certificate:

Series 65

Interests

Social Services • Children • Economic Empowerment • Environment • Education • Poverty Alleviation • Health

Industries

Financial Services

Name / Title

Company / Classification

Phones & Addresses

Domenick S. Macri
Chairman, Secretary

Children's Case Management Organization, Inc
Individual/Family Services

3333 Frst Hl Blvd, West Palm Beach, FL 33406
1720 E Tiffany Dr, West Palm Beach, FL 33407
5618815572

Resumes

Wealth Planner

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Location:

16261 Mellen Ln, Jupiter, FL 33478

Industry:

Financial Services

Work:

U.s. Bank
Wealth Planner
Calamos Wealth Management Jan 2017 - Apr 2018
Wealth Planning Consultant
Bakeravenue Asset Management Dec 2014 - Jan 2017
Wealth Advisor
Bridgewater Associates May 2013 - Oct 2014
Senior Leverager
Iberiabank Sep 2012 - May 2013
Wealth Advisor

Education:

Villanova University 2008 - 2011
Villanova University 2010
Masters Villanova University 2008 - 2010
Goldey - Beacom College 2004 - 2006
Master of Business Administration, Masters, Finance La Salle University 1995 - 1999
Bachelors, Bachelor of Arts, Communications Penn Wood Senior High School 1995
Penn Wood High School 1992 - 1995

Skills:

Investments
Wealth Management
Banking
Estate Planning
Credit
Finance
High Net Worth Individuals
Private Banking
Management
Financial Risk
Wealth Management Services
Trusted Advisor
Trusts
Loans
Risk Management
Trust Management
Integrity
Strategic Financial Planning
Business Development
Tax
Financial Services
Client Relationship Building
Fundraising
Personal Trust Administration
Non Profits
Investment Advisory
Charitable Trusts
Nonprofits
Financial Advisory
Non Profit Development
Wealth
Performance Management
Risk
Relationship Management
Credit Analysis
Change Management
Financial Planning
Leadership
Retirement Planning
Insurance
Financial Planners
Asset Allocation
Strategic Planning
Mentoring
Estate Tax Planning
Family Office
Fiduciary
Trust Services
Cross Selling
Crm
Securities
Strategy
Consumer Lending
New Business Development

Interests:

Social Services
Children
Economic Empowerment
Environment
Education
Poverty Alleviation
Health

Certifications:

Series 65
Financial Industry Regulatory Authority (Finra)